Fund HoldingsAlpha DNA Investment Management LLC

Total Portfolio Value
$182.23M
Total Bought
$75.07M
Total Sold
$66.06M
Net Transaction
+$9.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMERICAN EXPRESS CO(AXP)08,386+8,38601,9091.05%+1,909
MCDONALDS CORP(MCD)013,402+13,40203,7792.07%+3,779
MONDELEZ INTL INC(MDLZ)052,119+52,11903,6482.00%+3,648
ISHARES TR(Put)0216,200+216,200045,467+45,467
THE CIGNA GROUP(CI)06,382+6,38202,3181.27%+2,318
CHUBB LIMITED
COM
12,83316,554+3,7212,9004,2902.35%+1,389
ELEVANCE HEALTH INC(ELV)03,998+3,99802,0741.14%+2,074
MERCK & CO INC(MRK)18,15023,600+5,4501,9793,1141.71%+1,136
META PLATFORMS INC(META)03,677+3,67701,7850.98%+1,785
VISA INC(V)07,245+7,24502,0221.11%+2,022
MORGAN STANLEY(MS)022,820+22,82002,1491.18%+2,149
PHILIP MORRIS INTL INC(PM)022,163+22,16302,0311.11%+2,031
CULLEN FROST BANKERS INC(CFR)09,006+9,00601,0140.56%+1,014
JOHNSON & JOHNSON(JNJ)012,611+12,61101,9951.09%+1,995
THE TRADE DESK INC(TTD)011,416+11,41609980.55%+998
EATON CORP PLC(ETN)03,155+3,15509870.54%+987
TRACTOR SUPPLY CO(TSCO)03,736+3,73609780.54%+978
CENCORA INC03,972+3,97209650.53%+965
BOOZ ALLEN HAMILTON HLDG COR06,452+6,45209580.53%+958
WESTERN DIGITAL CORP.(WDC)013,988+13,98809550.52%+955
ANALOG DEVICES INC(ADI)04,740+4,74009380.51%+938
ROYAL CARIBBEAN GROUP
COM
06,631+6,63109220.51%+922
UNION PAC CORP(UNP)010,082+10,08202,4801.36%+2,480
ATLASSIAN CORPORATION04,520+4,52008820.48%+882
SUPER MICRO COMPUTER INC(SMCI)0873+87308820.48%+882
MONOLITHIC PWR SYS INC(MPWR)01,260+1,26008540.47%+854
ROPER TECHNOLOGIES INC(ROP)01,467+1,46708230.45%+823
PDD HOLDINGS INC(PDD)07,063+7,06308210.45%+821
PNC FINL SVCS GROUP INC(PNC)012,962+12,96202,0951.15%+2,095
WATTS WATER TECHNOLOGIES INC(WTS)1,2005,006+3,8062501,0640.58%+814
EMERSON ELEC CO(EMR)07,025+7,02507970.44%+797
CROWDSTRIKE HLDGS INC(CRWD)02,475+2,47507930.44%+793
PACCAR INC(PCAR)06,380+6,38007900.43%+790
WORKDAY INC(WDAY)02,877+2,87707850.43%+785
COSTCO WHSL CORP NEW(COST)01,058+1,05807750.43%+775
QUALCOMM INC(QCOM)04,553+4,55307710.42%+771
SERVICENOW INC(NOW)0992+99207560.42%+756
TEXAS ROADHOUSE INC(TXRH)2,0956,367+4,2722569840.54%+727
LAM RESEARCH CORP(LRCX)0733+73307120.39%+712
DICKS SPORTING GOODS INC(DKS)03,116+3,11607010.38%+701
SLM CORP(SLM)029,874+29,87406510.36%+651
AMERICAN EAGLE OUTFITTERS IN025,223+25,22306510.36%+651
PROCORE TECHNOLOGIES INC(PCOR)07,880+7,88006480.36%+648
TAYLOR MORRISON HOME CORP(TMHC)010,354+10,35406440.35%+644
ENCOMPASS HEALTH CORP(EHC)07,738+7,73806390.35%+639
WSFS FINL CORP(WSFS)014,103+14,10306370.35%+637
AZEK CO INC012,594+12,59406320.35%+632
BILL HOLDINGS INC09,175+9,17506310.35%+631
SPDR SER TR
ST STR P500GRW
08,587+8,58706280.34%+628
BOK FINL CORP(BOKF)06,708+6,70806170.34%+617
1ST SOURCE CORP(SRCE)011,742+11,74206160.34%+616
ADMA BIOLOGICS INC091,624+91,62406050.33%+605
SYNOVUS FINL CORP015,052+15,05206030.33%+603
ACUITY BRANDS INC(AYI)02,181+2,18105860.32%+586
JFROG LTD(FROG)013,238+13,23805850.32%+585
CYBERARK SOFTWARE LTD02,175+2,17505780.32%+578
GENCO SHIPPING & TRADING LTD(GNK)027,780+27,78005650.31%+565
MICROSOFT CORP(MSFT)15,82415,460-3645,9506,5043.57%+554
TRADEWEB MKTS INC(TW)05,283+5,28305500.30%+550
TRAVERE THERAPEUTICS INC(TVTX)070,323+70,32305420.30%+542
BANCORP INC DEL(TBBK)016,104+16,10405390.30%+539
ROOT INC(ROOT)08,820+8,82005390.30%+539
VITAL ENERGY INC010,211+10,21105360.29%+536
VOYAGER THERAPEUTICS INC057,588+57,58805360.29%+536
LAKELAND FINL CORP(LKFN)08,040+8,04005330.29%+533
INSTALLED BLDG PRODS INC(IBP)02,057+2,05705320.29%+532
AXOS FINANCIAL INC(AX)09,818+9,81805310.29%+531
KRYSTAL BIOTECH INC(KRYS)02,971+2,97105290.29%+529
COUCHBASE INC020,036+20,03605270.29%+527
FRONTIER GROUP HLDGS INC(ULCC)064,972+64,97205270.29%+527
EVOLENT HEALTH INC016,057+16,05705270.29%+527
NAPCO SEC TECHNOLOGIES INC(NSSC)013,102+13,10205260.29%+526
DECIPHERA PHARMACEUTICALS IN033,297+33,29705240.29%+524
ITRON INC(ITRI)05,652+5,65205230.29%+523
QUANTERIX CORP022,193+22,19305230.29%+523
UNIVERSAL HLTH SVCS INC(UHS)02,864+2,86405230.29%+523
TREX CO INC(TREX)05,229+5,22905220.29%+522
UNUM GROUP(UNM)09,712+9,71205210.29%+521
GMS INC05,309+5,30905170.28%+517
SAMSARA INC(IOT)013,619+13,61905150.28%+515
VERTEX INC(VERX)016,172+16,17205140.28%+514
TECHNIPFMC PLC(FTI)020,368+20,36805110.28%+511
FRESHPET INC(FRPT)04,408+4,40805110.28%+511
CASTLE BIOSCIENCES INC023,040+23,04005100.28%+510
SCORPIO TANKERS INC(STNG)07,099+7,09905080.28%+508
TARSUS PHARMACEUTICALS INC(TARS)013,913+13,91305060.28%+506
TOLL BROTHERS INC(TOL)07,164+7,16409270.51%+927
ONESPAWORLD HOLDINGS LIMITED
COM
038,133+38,13305040.28%+504
EVERQUOTE INC(EVER)027,155+27,15505040.28%+504
VERVE THERAPEUTICS INC037,640+37,64005000.27%+500
EVOLUS INC035,562+35,56204980.27%+498
HIMS & HERS HEALTH INC(HIMS)031,744+31,74404910.27%+491
PUBMATIC INC020,560+20,56004880.27%+488
EXXON MOBIL CORP17,22818,987+1,7591,7232,2071.21%+485
MANHATTAN ASSOCIATES INC(MANH)4,1485,359+1,2118931,3410.74%+448
LEAR CORP(LEA)02,732+2,73203960.22%+396
CORPAY INC(CPAY)01,254+1,25403870.21%+387
NVIDIA CORPORATION(NVDA)3,0142,057-9571,4931,8591.02%+366
PHILLIPS 66(PSX)04,533+4,53307400.41%+740
OKTA INC(OKTA)08,185+8,18508560.47%+856
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